
When this happens...
New Customer
New Project
New Time Log
New Work Order
New Task
New Contact Person

Automatically do this!
List Client Folders
Assign lead
Change Lead's Title
Change Lead's Status
Change Lead's Step
Log an activity to a lead
Add Comment
Create Prospect
Add Tag
Create Lead
Set Amount and Probability
Set Estimated Closing Date
Create Client Folder
Create Category
Add Lead to Client Folder
Create Prospecting List
Assign Prospecting List
Create Comment On Lead
Log an Activity
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new customer is created in Seven Time.
Triggers when a new project is created in Seven Time.
Triggers when a new time log is created in Seven Time.
Triggers when a new work order is created in Seven Time.
Triggers when a new task is created in Seven Time.
Triggers when a new contact person is created.
Action is the task that follows automatically within your Seven Time integrations.
Creates a Contact Person in Seven Time.
Create Task in Seven Time
Creates a work order in Seven Time.
Creates a time log in Seven Time.
Creates a new project in Seven Time.
Update customer in Seven Time.

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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Seven Time and noCRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Seven Time triggers actions in noCRM.io (or vice versa).
Absolutely. You can customize how Seven Time data is recorded in noCRM.io. This includes choosing which data fields go into which fields of noCRM.io, setting up custom formats, and filtering out unwanted information.
The data sync between Seven Time and noCRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Seven Time and noCRM.io. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Seven Time is a comprehensive time tracking and project management tool designed to help businesses and teams efficiently manage their time and resources. It offers features such as time tracking, project management, invoicing, and reporting, making it an ideal solution for businesses looking to streamline their operations and improve productivity.
Learn MorenoCRM.io helps you to track and close deals without wasting time filling out forms. Boost productivity and manage your sales cycle from end-to-end
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